Design
Build the step list, drag steps into order, duplicate or disable one, and add a participant slot for every witness or co-signer.
- Refine with AI Assist drafts step prompts for you
- A presiding slot is available when the host must sign
Preview execution
Walk the whole flow as host and as participant before anyone outside the team sees it.
- Missing names or instructions are listed under "Resolve before publishing"
- Test a single component or a provider on its own
Publish a version
The server validates the workflow, then pins a snapshot. Later edits become a new version.
- Sessions already running keep the version they started with
- Version history stays on record
Run the session
The customer opens a link. The host follows the task pane and sees each result as it arrives.
- Location and recording run as session services
- Evidence is encrypted at rest
Review and output
The host or a reviewer approves, V-Board freezes the snapshot and produces the report.
- Printable report, or JSON pushed to an external API
- Idempotency key on every push